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Teach and Retire Rich - Talking teacher retirement savings plans.

Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer discuss teacher retirement savings issues over a couple of micro beers. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Teach and Retire Rich - Talking teacher retirement savings plans.
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Now displaying: December, 2020
Dec 31, 2020

Undaunted by roadblocks, 30-year-old Speech Language Pathologist gets a better 403(b) vendor. 

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 24, 2020

We continue conversation about ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 18, 2020

We talk ESG (Environmental, Social and Governance) investing with Joey Fishman, an Investment Advisor Representative at Ritholtz Wealth Management.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Full disclosure

Dec 11, 2020

Rochester, New York math teacher Craig Mills is helping colleagues get wise to saving for retirement. Also, Dan, a Bills fan, and Craig, a Dolphins fan, bond over their mutual dislike of the New England Patriots.  

Dec 4, 2020

Scott and Dan address more questions posed by the 403bwise Facebook Group. They also continue to hash out a half-baked plan to start a 403(b) themed brewery.

  • 00:08 Social Security and teacher pensions
  • 08:14 Solid Roth IRA and house paid Off. Should I start a 403(b) or taxable brokerage account?
  • 14:04 What to do with a bad 403(b) vendor? 
  • 19:45 Which vendors should I lobby my district to add?
  • 23:17 Dan’s beer name ideas
  • 25:09 How to help co-workers without sounding boorish, condescending and sales-ish?
  • 27:34 Scott comes up with name of 403(b) themed brewery
  • 29:05 What to do with bonds in a rising interest rate environment?
  • 40:20 Dan comes up with more beer names
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